- 4 Minutes to read
- 4 Minutes to read
The 'Boards' interface shows all RFIs created for the project under various stages. The project managers of general contractors and subcontractors can perform the following actions from this interface.
|Create RFIs||Create RFIs||Create RFIs|
|Review and forward RFIs created by PM of SCs||Review and forward RFIs created by their foremen||View details of RFIs assigned to them|
|Review and forward RFIs created by foremen of the GC||Answer RFI created by their foremen||Answer the RFIs that are assigned to them|
|Answer RFIs from their foremen or an SC PM||Forward RFIs to PM of GC||Forward RFI's to their juniors or people with special knowledge for clarifications|
|Set up a workflow for an RFI and forward it to the next step||Close RFIs from their foremen|
|View details of RFIs assigned to them||Answer the RFIs for which they are assigned as the responder|
|Reject an RFI from their foreman or the PM of an SC||Forward RFI's to their juniors or people with special knowledge for clarifications|
|Review, approve, and close RFIs, after receiving responses from the assigned parties.|
The RFI interface:
- Open the project management console
- Click 'RFI' on the top
- Click 'Boards' on the left
The interface shows the project's RFIs under various stages.
- Use the buttons on the top right to switch between the list view and the grid view.
The list view shows the RFIs as a list with their details:
- RFI No - The serial number of the RFI
- RFI Name - The subject of the RFI. Click the name to open the RFI.
- Created On - The date on which the RFI was generated
- Created By - The contractor who generated the RFI
- Due By- The deadline date of the RFI. Due dates of RFIs that are imminent and overdue are indicated with color backgrounds.
- Yellow - Due within this week
- Red - Overdue. The due date has passed.
- Trade Type - The division of work to which the RFI pertains
- Priority- The criticality of the RFI. The priority level is also indicated by color codes:
- Red - High
- Orange - Medium
- Blue - Low
- RFI Type - The classification indicating the purpose of the RFI. Whether the RFI is for clarification, confirmation, missing details in the specs/plans, etc.
Sorting options - Hover your mouse over a column header and click the arrow that appears to sort the rows in alphabetical order of items in that column.
Search and Filter options - Use the Find, Filter, and table customization options on the right to search, filter, add/remove columns, etc. See Search, Filter, Column Customization, and Table Views for guidance on this.
The grid view shows the RFIs as cards under different stages.
- Draft - The RFIs created by you and yet to be routed.
- Assigned to me- RFIs pending your action.
- Progress - RFIs that have been created or routed by you and pending reply
- Closed - RFIs that were reviewed, approved, and closed by GC within the past seven days. RFIs that were closed before the past seven days can be viewed from the 'Closed' screen. See View and download RFIs for more details.
Each card shows the at-a-glance details of the RFI:
|1||-||The serial number of the RFI.|
|2||-||The title of the RFI.|
|3||-||The creation date of the RFI.|
|4||-||The contractor company that raised this RFI.|
|5||-||The criticality of the RFI. The priority is also indicated with color codes:|
|6||-||The stakeholder with whom the RFI is pending a response.|
|7||-||The trade or division of work carried out by the contractor company that created the RFI.|
|8||-||The classification of the RFI based on its purpose, whether the RFI is for clarification, confirmation, missing details in the specs/plans, etc. |
|9||-||The date within which the RFI has to be closed. The due date from an RFI is calculated from the number of days permitted for each step in its workflow. For RFIs that are due shortly and overdue, the due date is highlighted to indicate the criticality. |
|10||-||The number of days remaining before the due date. For overdue RFIs, it shows the number of days past the due date.|
- Click a card to expand the RFI.
You can review the questions, set up a workflow, route them to the appropriate party or answer them if assigned to you for a response, depending on your role in the workflow.
The example below shows an RFI assigned to the GC for review and setting the workflow.
See the following sections to know more:
- Create an RFI
- Review an RFI
- Set up a workflow for an RFI
- Reject an RFI
- Answer an RFI
- Close an RFI
- View and download RFIs
- Chat and collaborate on RFIs